Skip to content
Disclosery

Focus Partners Wealth: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on IAUM, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 99,708 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,708 shares
    Change vs previous 13F -25,619 shares

    <0.01% of the 13F portfolio, value $3,989,330.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 125,327 shares
    Change vs previous 13F +45,269 shares

    0.01% of the 13F portfolio, value $5,852,833.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,058 shares
    Change vs previous 13F +63,300 shares

    <0.01% of the 13F portfolio, value $3,441,707.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,758 shares
    Change vs previous 13F +7,213 shares

    <0.01% of the 13F portfolio, value $645,183.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,889.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).